Custom Views

Custom Views

The possibility to create a vast list of custom views is a great asset, as those help you navigate easier and find what you're looking for way quicker. 

In our system, you can create custom views in the following sections: Reporting, Reservations, Listings, Reviews, Guests, Contacts & Transactions. In each one of these sections, the custom views list is situated at the upper left-hand side corner.

To create a custom view, follow these steps: 
  1. Open the section in which you want to create a view
  2. Click on the list with views in the upper left-hand side corner 
  3. Select Create view at the bottom of the list 
  4. Fill in the details 
  5. Save
Specify criteria column - the criteria by which the information is shown. 
Choose columns - the parts of the information that you would like to see. 
Column order - allows you to arrange the information any way you like. 



In this example is shown how to create a view in the Reporting section, but the exact same process of creating a custom view applies to all other sections where this is possible. 
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By clicking on the pencil icon, next to the custom views list, you can update the section view. 

You can export your view into a .csv - just click on the Export button that is just across the views list, on the right-hand side of your screen. 



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